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MKS Inc

145 hedge funds and large institutions have $1.57B invested in MKS Inc in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 46

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $1.38B → $1.57B (+$184M)

2% more funds holding

Funds holding: 142145 (+3)

6% more call options, than puts

Call options by funds: $271K | Put options by funds: $255K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
145
Holders Change
+3
Holders Change %
+2.11%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
60
Reduced
46
Closed
16
Calls
$271K
Puts
$255K
Net Calls
+$16K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$15.3M
BA
27
Broadview Advisors
Wisconsin
$13.5M +$1.93M +66,300 +17%
AQR Capital Management
28
AQR Capital Management
Connecticut
$13.4M -$4.38M -150,623 -25%
American Century Companies
29
American Century Companies
Missouri
$12.6M -$766K -26,326 -6%
SFM
30
Systematic Financial Management
New Jersey
$11.9M +$1.79M +61,400 +18%
RFC
31
Russell Frank Company
Washington
$11.3M -$197K -6,789 -2%
Principal Financial Group
32
Principal Financial Group
Iowa
$11M +$824K +28,340 +8%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$9.18M -$20.9K -719 -0.2%
Federated Hermes
34
Federated Hermes
Pennsylvania
$8.8M +$8.55M +294,075 New
N
35
Nuveen
North Carolina
$8.46M +$4.11M +141,205 +100%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$8.37M +$1.23M +42,438 +18%
JP Morgan Chase
37
JP Morgan Chase
New York
$7.96M +$1.61M +55,351 +26%
TCIM
38
TIAA CREF Investment Management
New York
$7.54M -$1.17M -40,298 -14%
Citadel Advisors
39
Citadel Advisors
Florida
$7.14M +$2.69M +92,627 +63%
VHMC
40
Value Holdings Management Company
New York
$7.03M
NIM
41
Needham Investment Management
New York
$6.48M
BIM
42
BlackRock Investment Management
Delaware
$6.2M -$113K -3,879 -2%
TAM
43
THB Asset Management
Connecticut
$5.83M -$3.63M -124,675 -39%
Charles Schwab
44
Charles Schwab
California
$5.05M +$235K +8,080 +5%
MFIMFI
45
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.64M +$1.94M +66,780 +76%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$4.52M -$329K -11,300 -7%
Prudential Financial
47
Prudential Financial
New Jersey
$4.46M +$113K +3,900 +3%
Morgan Stanley
48
Morgan Stanley
New York
$4.41M +$1.63M +56,217 +62%
KCM
49
Kennedy Capital Management
Missouri
$4.4M -$4.46M -153,524 -51%
Comerica Bank
50
Comerica Bank
Texas
$3.96M +$1.75M +60,255 +83%

MKSI Hedge Fund Activity: Q4 2013 in Review

145 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q4 2013, worth a combined $1.57B — up 13% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MKSI positions and 16 closed out — a net gain of 3 holders — while 60 added to existing stakes and 46 trimmed.

The largest buyer was Royce & Associates, adding an estimated $14.2M. The largest seller was Chartwell Investment Partners, exiting entirely with an estimated $15M sold.

  • 145 institutional investors held MKS Inc (MKSI) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.57B of MKS Inc stock for Q4 2013, up 13% quarter-over-quarter.
  • 19 funds opened new MKS Inc positions in Q4 2013 and 16 closed out, a net change of +3 holders.
  • The largest MKS Inc buyer in Q4 2013 was Royce & Associates, an estimated $14.2M added.
  • The largest MKS Inc seller in Q4 2013 was Chartwell Investment Partners, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2013.